Sidoti & Co.
Sidoti & Company is an independent New York research firm and broker-dealer covering U.S. small- and micro-cap equities, known for issuer-sponsored research and the virtual investor conferences run by its affiliate Sidoti Events.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 712M
- Actions
- 912M
- Ratings / Price targets
- 9 / 0
- Upgrades / Downgrades
- 4 / 5
- Buy-rated
- 43%of 7 rated
- On record
- May 2012 – Aug 2026
Overview
As of 2026 Sidoti covered about 130 equities, mostly with market capitalizations of $200 million to $5 billion, over 80% of them through its Company Sponsored Research program. In October 2025 it extended healthcare coverage into biotechnology and medical devices. Its sponsored and traditional reports share the same analysts and both carry earnings estimates and price targets (as of 2026).
Peter Sidoti, a former healthcare analyst at Value Line, Drexel Burnham Lambert and NatWest Markets who later ran emerging-growth research at Schroders, founded the firm in 1999 to cover companies outside the S&P 500. It introduced a Company Sponsored Research program in 2016 and launched Lighthouse Equity Research in 2024 for companies hard to value on traditional metrics. Its affiliate Sidoti Events hosted eight virtual conferences a year as of 2025.
Milestones
- 1999
Founded by Peter Sidoti in New York
- 2016
Introduces Company Sponsored Research program
- 2024
Launches Lighthouse Equity Research
- 2025
Sidoti Events partners with Stocktwits on virtual conferences
Healthcare research expands into biotechnology and medical devices
Firm facts
- Legal name
- Sidoti & Company, LLC
- Type
- Independent research
- Founded
- 1999
- Headquarters
- New York, United States
- Founder, Chairman and Chief Executive Officer
- Peter Sidoti
- Rating scale
- BuyNeutral12 months
- Also filed as
- Sidoti · Sidoti& Co.
- Website
- sidoti.com
Research philosophy
Not all stocks should be rated BUY all of the time.
Sidoti says brokerages cannot economically cover many small companies with low trading volumes, even ones with strong investment theses, and likens issuer-paid research to the debt ratings issuers commission from Moody's, S&P and Fitch. It says less visible companies deserve research as good as larger issuers get.
Rating methodology
Traditional coverage is rated Buy (capital appreciation of at least 25% over 12 months, 15% for regulated utilities) or Neutral; sponsored names are Not Rated and carry High or Moderate risk ratings.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Plexus Corp.PLXS | Buy | — |
 AAON, Inc.AAON | Buy | — |
 AZZ Inc.AZZ | Neutral | — |
 La-Z-Boy IncorporatedLZB | Buy | — |
 Methode Electronics, Inc.MEI | Neutral | — |
 A10 Networks, Inc.ATEN | Neutral | — |
 Brady CorporationBRC | Buy | — |
| CSCSG Systems International, Inc.CSGS | Neutral | — |
 ICF International, Inc.ICFI | Buy | — |
 Kforce Inc.KFRC | Buy | — |
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Aug 10 | VRVarex Imaging CorporationVREX | Downgrade | Buy →Neutral |
| Jul 31 | Plexus Corp.PLXS | Upgrade | Neutral →Buy |
| Jun 26 | Methode Electronics, Inc.MEI | Downgrade | Buy →Neutral |
| Jun 9 | Brady CorporationBRC | Upgrade | Neutral →Buy |
| Apr 20 | A10 Networks, Inc.ATEN | Downgrade | Buy →Neutral |
| Nov 19, 2025 | La-Z-Boy IncorporatedLZB | Upgrade | Neutral →Buy |
| Nov 19, 2025 | La-Z-Boy IncorporatedLZB | Upgrade | Neutral →Buy |
| Oct 29, 2025 | CSCSG Systems International, Inc.CSGS | Downgrade | Buy →Neutral |
| Oct 24, 2025 | Plexus Corp.PLXS | Downgrade | Buy →Neutral |
| Aug 5, 2025 | STSTAAR Surgical CompanySTAA | Downgrade | Buy →Neutral |
| Jul 25, 2025 | Plexus Corp.PLXS | Upgrade | Neutral →Buy |
| Jun 16, 2025 | AAON, Inc.AAON | Upgrade | Neutral →Buy |